UMB Bank’s Evercore EVR Stock Holding History

UMB Bank’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$169K	Buy	566 +37	+7%	+$12.1K	﹤0.01%	745
2025 Q4	$180K	Buy	529 +126	+31%	+$40.5K	﹤0.01%	704
2025 Q3	$136K	Buy	403 +5	+1%	+$1.57K	﹤0.01%	753
2025 Q2	$107K	Buy	398 +10	+3%	+$2.2K	﹤0.01%	800
2025 Q1	$77.5K	Buy	388 +161	+71%	+$40.1K	﹤0.01%	875
2024 Q4	$62.9K	Buy	227 +25	+12%	+$7.08K	﹤0.01%	826
2024 Q3	$51.2K	Buy	202 +73	+57%	+$17.4K	﹤0.01%	867
2024 Q2	$26.9K	Buy	129 +1	+0.8%	+$195	﹤0.01%	986
2024 Q1	$24.7K	Buy	128 +10	+8%	+$1.81K	﹤0.01%	1011
2023 Q4	$20.2K	Hold	118	–	–	﹤0.01%	1057
2023 Q3	$16.3K	Hold	118	–	–	﹤0.01%	1134
2023 Q2	$14.6K	Hold	118	–	–	﹤0.01%	1184
2023 Q1	$13.6K	Hold	118	–	–	﹤0.01%	1203
2022 Q4	$13K	Sell	118 -5	-4%	-$522	﹤0.01%	1216
2022 Q3	$10K	Sell	123 -83	-40%	-$7.85K	﹤0.01%	1302
2022 Q2	$19K	Buy	206 +190	+1,188%	+$20.2K	﹤0.01%	1195
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	1813
2021 Q4	$2K	Buy	+16	New	+$2.33K	﹤0.01%	1801

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return